Frequently Asked Questions

I work closely with you to determine your hopes dreams and goals. Everyone needs a trusted advisor -- someone who can see blind spots they may not have thought of, or bring an outsider’s perspective. My background as a financial advisor goes to work for you. I want to help you make the right decisions now, for a better long-term outcome.

You’re smart, in your 30s and 40s working in the oil and gas industry and enjoy living life. You enjoy all that your city has to offer - restaurants, outdoor life, family - and you want to make the most of it. You could probably try do this yourself, but you’d rather use your time actually living. I take the financial stressors off your plate and help you do what you love most.

I believe in passive investment management. I don’t believe you can "beat the market," but I think that you are entitled to get market rates of return. I believe in keeping your investment fees as low as possible, harvesting losses when applicable, and rebalancing when appropriate. I believe you should focus on the things you can control, like how much risk you are comfortable with, using compounding growth to its full potential and minimizing your taxes.

No. We can meet virtually anywhere over Google Hangouts, Skype, FaceTime, telephone, or whichever method of communication is convenient for you. I am set up this way so I can meet with you wherever you are, regardless if you live locally or across the country.

No. I believe that everyone should have access to a qualified independent financial advisor. The first meeting is free and is a working session where I will provide value to you from the start. So bring your financial questions with you. If we don’t end up working together now, sign up for my blog to receive ongoing financial education and hopefully we can work together in the future.

Only those who have fulfilled the certification requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

I am a fee-only financial planner, which means my only compensation comes from the services I provide you. I do not get paid commissions, kick-backs, “trails,” or any fees other than the fees I charge you. I am held to the fiduciary standard, which means I have to act in your best interest regardless of the compensation I receive. I believe this is the fairest form of compensation and aligns my interests with yours. To learn more about my services and pricing, click here.

Green Mountain Planning (“GMP”) is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GMP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.[1]

All written content on this site is for information purposes only. Opinions expressed herein are solely those of GMP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.